Who Owns SCHWAB STRATEGIC TR (SCHV)? -- Institutional Holders (2026-03-31)
998 institutions reported holding $11.04B of SCHWAB STRATEGIC TR (SCHV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.48B), SEI INVESTMENTS CO ($1.37B), MATHER GROUP, LLC. ($1.08B), ENVESTNET ASSET MANAGEMENT INC ($557.7M), OSAIC HOLDINGS, INC. ($343.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $1.48B | 48.4M | Trimmed |
| 2 | SEI INVESTMENTS CO | $1.37B | 44.8M | Trimmed |
| 3 | MATHER GROUP, LLC. | $1.08B | 35.3M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $557.7M | 18.3M | Added |
| 5 | OSAIC HOLDINGS, INC. | $343.0M | 11.3M | Trimmed |
| 6 | Avantax Planning Partners, Inc. | $311.6M | 10.2M | Added |
| 7 | Mariner, LLC | $279.8M | 9.2M | Added |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $245.7M | 8.1M | Trimmed |
| 9 | MONETA GROUP INVESTMENT ADVISORS LLC | $154.5M | 5.1M | Added |
| 10 | Betterment LLC | $122.0M | 4.0M | Trimmed |
| 11 | Beacon Pointe Advisors, LLC | $118.1M | 3.9M | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.0M | 3.8M | Trimmed |
| 13 | Cetera Investment Advisers | $108.1M | 3.5M | Trimmed |
| 14 | Gemmer Asset Management LLC | $104.7M | 3.4M | Trimmed |
| 15 | LPL Financial LLC | $101.0M | 3.3M | Added |
| 16 | Savant Capital, LLC | $94.8M | 3.1M | Trimmed |
| 17 | MORGAN STANLEY | $92.6M | 3.0M | Added |
| 18 | Mokosak Advisory Group, LLC | $91.8M | 3.0M | Trimmed |
| 19 | RAINEY & RANDALL WEALTH ADVISORS INC. | $91.4M | 3.0M | Added |
| 20 | Krilogy Financial LLC | $91.3M | 2.9M | Added |
| 21 | UBS Group AG | $83.1M | 2.7M | Added |
| 22 | HighTower Advisors, LLC | $81.1M | 2.7M | Added |
| 23 | AMERIPRISE FINANCIAL INC | $79.7M | 2.6M | Trimmed |
| 24 | Cooper Financial Group | $65.1M | 2.1M | Added |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | $64.0M | 2.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31